Your Prospect List is refreshed when you apply or add a custom rule. In addition, contacts that you manually add to your Prospect List appear immediately in the list. However, those added because they...

You can remove a single contact from your Prospect List, or remove multiple contacts. As soon as you remove records from the Prospect List, the list is immediately updated to no longer include that re...

If contacts meet the criteria you have chosen to apply, they are automatically added to your Prospect List. However, you can also manually add contacts to your Prospect List. Note: As soon as you add ...

If contacts meet the pre-defined criteria you have chosen to apply, they are added to your Prospect List for follow up. To apply pre-defined criteria From the main menu, hover over the Calendar menu a...

If you Remove contacts from your Prospect List, after you refresh the list, the contacts meeting the criteria you have applied will reappear unless you exclude them. Excluding contacts from your Prosp...

Below is a list of each available pre-defined criteria (rule) that can be used for selecting contacts to be included in your Prospect List. For information about applying or removing these criteria, s...

The following table defines the Prospect reports available in Top Producer CRM, a description of these reports, and the locations from which the report can be produced. All reports can be produced fro...

The Prospect List feature compiles a list of contacts that match specific criteria, indicating that follow-up is needed. Use this list as a reminder, and as an organizational tool, for determining who...

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